ALLISON & COMPANY FINANCIAL COUNSELORS, LLC

ALLISON & COMPANY FINANCIAL COUNSELORS, LLC of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 129665). Regulatory assets under management: $52.5M.

Registration

• CRD: 129665
• Type: Registered investment adviser
• Location: 207 E BUFFALO ST, MILWAUKEE, WI, 53202
• Phone: 414-299-8434
• Latest filing: 2026-03-26
• Regulatory AUM: $52.5M
• Discretionary AUM: $48.6M
• Non-discretionary AUM: $3.9M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129665 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search